Fund Family Profile: Ave Maria

Largest Catholic mutual fund family in the U.S.
Diverse group of five funds that enable investors to align financial goals with moral beliefs
Value investors utilizing proprietary criteria to screen out companies that promote or support activities contrary to the core moral teachings of the Catholic Church
Place equal emphasis on investment performance and moral criteria in selecting securities
Serve institutional and individual investors
Advised by Schwartz Investment Counsel, Inc., a registered investment adviser established in 1980
Professional portfolio managers and analysts average over 20 years of investment experience
100% no-load mutual fund family

Fund	Morningstar Category	Goal	Investment Focus	Managers	Inception Date
AVEDX Rising Dividend Fund	Large Blend	Long-term capital appreciation and a rising stream of dividend payments	Dividend-paying common stocks	Richard L. Platte, Jr., CFA George P. Schwartz, CFA	5/2/05
AVEGX Growth Fund	Mid-Cap Blend	Long-term capital appreciation	Mid-cap and larger companies offering above-average potential for growth in revenues, profits and cash flow	Brian D. Milligan, CFA Richard L. Platte, Jr., CFA	5/1/03
AVEMX Value Fund	Mid-Cap Blend	Long-term capital appreciation	Companies believed to be undervalued relative to their intrinsic worth	Timothy S. Schwartz, CFA George P. Schwartz, CFA Joseph W. Skornicka, CFA	5/1/01
AVEWX World Equity Fund	World Stock	Long-term capital appreciation	Companies of all capitalizations from around the world	Joseph W. Skornicka, CFA Robert C. Schwartz, CFP®	4/30/10
AVEFX Bond Fund	Intermediate-term Bond	Preservation of principal with a reasonable level of current income	Primarily domestic investment-grade debt of government and corporate issuers and may invest up to 20% of its assets in equity securites	Brandon S. Scheitler Richard L. Platte, Jr., CFA	5/1/03

All investments are screened to eliminate any company engaged in abortion, pornography, embryonic stem cell research, or those that make corporate contributions to Planned Parenthood
Our Catholic Advisory Board is comprised of prominent Catholics who establish our moral screening process
We provide a vehicle for investors who want to align their investments with their moral beliefs
Award-winning investment performance

Help investors to preserve and grow their wealth without violating their moral beliefs
Provide pro-life, pro-family investments that enable investors to potentially achieve strong long-term returns
Manage money in a value-oriented manner

Ave Maria
Mutual Funds